Full licensing application guide
GUEST COLUMNIST – KATRINA SHANKS
The release of the full FAP licence standard conditions by the FMA is the last piece of the puzzle in...
Trusted Adviser – Mark Of Distinction
GUEST COLUMNIST – KATRINA SHANKS
After almost two years in the making, Financial Advice NZ launched its Trusted Adviser quality service mark last month. Here,...
Where Your Adviser Business Should Be Now
GUEST COLUMNIST – STEVEN BURGESS
Steven Burgess, CEO of Compliance Refinery, has worked with financial adviser businesses for more than 15 years – building solutions...
Unpacking Conflicts Of Interest
GUEST COLUMNIST – KATRINA SHANKS
Mitigating and managing conflicts of interest is a key element in the new disclosure requirements, writes Katrina Shanks, CEO of...
Countdown To The New Regime
GUEST COLUMNIST – KATRINA SHANKS
With the new regulatory regime approaching fast Katrina Shanks, CEO of Financial Advice NZ, looks at the four key areas...
Advisers Need To Shift Focus To Survive
GUEST COLUMNIST – RYAN EDWARDS
Ryan Edwards, Managing Director of The Adviser Platform, writes that while financial advisers are aware of the incoming regulatory regime,...
How To Develop Competitive Advantage
GUEST COLUMNIST - DAVID WHYTE
David Whyte, Managing Director of DCW Management, writes that early adopters of the incoming regulatory regime will find it substantially...
Long Journey To New World Of Disclosure And Trust
GUEST COLUMNIST – KATRINA SHANKS
It has been a long time coming, but as Katrina Shanks, CEO of Financial Advice NZ writes, the incoming regulatory...